See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,250 | $89,753+85.2% | $107,525+54.6% | $84,808+96.0% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.8pp |
| Annual return | 16.14% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,475 | $3,113+11.6% | $3,754-7.4% | $2,631+32.1% |
| Participant deferral / active EE | $8,281 | $4,056+104.2% | $5,116+61.9% | $4,212+96.6% |
| Admin fee / account holder | $1,719 | $7,222-76.2% | $8,919-80.7% | $7,344-76.6% |